What Is Our Second Opinion Service?
H Capital’s Second Opinion service will provide you with a fresh pair of eyes, so to speak, and an independent assessment of your portfolio and manager/adviser.
Importantly, our report will also compare the performance of your portfolio versus a comparable peer group, selected from over 150,000 private client portfolios, to ascertain how your portfolio is performing.
Whether you are an investor with a modest portfolio or an ultra-high net worth individual, being able to compare the performance of your investments versus those achieved by others with similar mandates is useful.
Testimonials
Following a bout of ill-health two years ago, I was able to relax knowing that David was continuing to construct and adapt a portfolio which has weathered well the financial disruption in recent times.
Terrance D.
For the past 5 years, David Bojan has taken a key role in helping me establish and grow a diverse portfolio of investments.
Since then, and with David's input and guidance, my portfolio has grown considerably over the past 5 years despite a very tumultuous few years of economic recession, trade-wars and a world-wide pandemic.
Cornel M.
When dealing with my finances, David's confidence and years of experience put me at ease. He is able to explain
things clearly in a way that I can understand, allowing me to relax knowing that my finances are in
good hands.
Wesley J.
Review Process
Compare your portfolio performance against more than 150,000 selected private client portfolios
After we have compared the performance of your portfolio against a comparable peer group, the outcome will be one of three below:
Average: This is good news and means your return from your investments is in line with those in the comparison peer group.
Ahead: This is the best outcome and means the return from your investments is ahead of most of your peers. You should be pleased!
Below: The return from your investments is below most of your peers. The reasons for the underperformance should be investigated.